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Nonprofiteer
← BAYSTATE HEALTH INC

Form 990 for tax year 2023

Filed by BAYSTATE HEALTH INC.

Totals

Total revenue
$27,341,162
Total expenses
$22,646,097
Contributions and grants received
$8,708,026
Grants paid
$399,721
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$15,547,786
Management and general expenses
$7,098,311
Fundraising expenses
$0
Program service expenses (Part III)
$15,547,786

Program services were 68.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK A KEROACK MD

    TRUSTEE (THRU 6/3/24)/PRESIDENT & CEO - BH

    Total calculated
    $2,758,272
    From this org
    $0
    From related orgs
    $2,714,007
    Other
    $44,265
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,487,185 related
    Bonus
    $0 + $683,230 related
    Other
    $0 + $543,592 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $19,515 related
    Filer's total
    $0 + $2,758,272 related

  • NICOLAS JABBOUR MD

    TRUSTEE (AS OF 1/1/24)/CHAIR DEPT. OF SURGERY

    Total calculated
    $1,083,422
    From this org
    $0
    From related orgs
    $1,026,932
    Other
    $56,490
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,014 related
    Bonus
    $0 + $185,418 related
    Other
    $0 + $69,500 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $35,040 related
    Filer's total
    $0 + $1,083,422 related

  • KEVIN P MORIARTY MD

    TRUSTEE (THRU 12/31/23)/CHIEF PED SURGERY

    Total calculated
    $827,296
    From this org
    $772,803
    From related orgs
    $0
    Other
    $54,493
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $584,263
    Bonus
    $127,644
    Other
    $60,896
    Deferred
    $28,050
    Nontaxable benefits
    $26,443
    Filer's total
    $827,296

  • AKINYELE K LOVELACE DO

    TRUSTEE/PER DIEM INTERNIST

    Total calculated
    $107,217
    From this org
    $102,600
    From related orgs
    $0
    Other
    $4,617
    Hours/week
    1 + 49 related

  • SARA ROURKE MD

    TRUSTEE/PER DIEM URGENT CARE PHYSICIAN

    Total calculated
    $32,969
    From this org
    $31,250
    From related orgs
    $0
    Other
    $1,719
    Hours/week
    1 + 49 related

  • COLLEEN W HOLMES

    VICE CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • HARRIET A DEVERRY

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • PETER D BANKO

    TRUSTEE (AS OF 6/4/24)/PRESIDENT & CEO - BH

    Total calculated
    $0
    Hours/week
    35 + 15 related

  • ANTONIO E DOS SANTOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • CLAUDIA R COPLEIN DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DENISE R JORDAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ELIZABETH CARDONA

    TRUSTEE (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • IRENE RODRIGUEZ-MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JAMES R PHANEUF

    TRUSTEE (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JULIE QUINK

    TRUSTEE (AS OF 1/1/24)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • LINDA THOMPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MADELINE LANDRAU

    TRUSTEE (AS OF 1/1/24)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MARIA P GONCALVES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • MARK A O'CONNELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PAUL C PICKNELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PAUL R MURPHY

    TRUSTEE (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • RICHARD BOSSIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ROBERT J BACON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • RUTH H CONSTANTINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WILLIAM R WEBBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • RAYMOND MCCARTHY

    TRUSTEE/SVP, CFO & TREASURER BH

    Total calculated
    $1,211,162
    From this org
    $0
    From related orgs
    $1,181,243
    Other
    $29,919
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $709,330 related
    Bonus
    $0 + $234,559 related
    Other
    $0 + $237,354 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $1,869 related
    Filer's total
    $0 + $1,211,162 related

  • KRISTIN R DELANEY

    CLERK/DIR CORP GOVERNANCE

    Total calculated
    $217,312
    From this org
    $0
    From related orgs
    $176,880
    Other
    $40,432
    Hours/week
    34 + 16 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,929 related
    Bonus
    $0 + $15,361 related
    Other
    $0 + $2,590 related
    Deferred
    $0 + $11,919 related
    Nontaxable benefits
    $0 + $28,513 related
    Filer's total
    $0 + $217,312 related

  • NANCY REMILLARD

    ASST. CLERK OF THE CORP

    Total calculated
    $76,724
    From this org
    $0
    From related orgs
    $63,112
    Other
    $13,612
    Hours/week
    1 + 49 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3:
THE COMPENSATION OF THE PRESIDENT AND CEO IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT AND CEO WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY.
PART I, LINE 4B:
MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $431,905 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $427,630 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. NICHOLAS JABBOUR, MD - SUPPLEMENTAL RETIREMENT OF 33,852 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $190,955 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $186,680 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. KEVIN P. MORIARTY, MD - SUPPLEMENTAL RETIREMENT OF $29,104 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $24,829 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS

    $250,000

    TO ASSIST THE PUBLIC HEALTH INSTITUTE, FORMERLY PARTNERS FOR A HEALTHIER COMMUNITY, IN NARROWING THE GAP IN HEALTH DISPARITIES FOR SOME OF SPRINGFIELD'S MOST VULNERABLE CITIZENS, TO BE A SOURCE OF SUPPORT FOR BUILDING CIVIC LEADERS, CREATING STRATEGIES FOR CHANGE AND PROMOTING POLICY ACTIONS TO CREATE HEALTHIER COMMUNITIES.

  • BAYSTATE HEALTH FOUNDATION INC

    $65,000

    TO SUPPORT THE HEALTH SCIENCES LIBRARY

  • MASSACHUSETTS HEALTH POLICY FORUM

    $30,000

    TO IMPROVE HEALTH AND THE HEALTH CARE SYSTEM IN THE COMMONWEALTH OF MA BY CONVENING FORUMS AND PRESENTING THE HIGHEST QUALITY RESEARCH TO LEGISLATORS, STAKEHOLDERS AND THE PUBLIC.

  • PHYSICIAN HEALTH SERVICES INC

    $15,000

    TO ADDRESS ISSUES OF PHYSICIAN HEALTH, INCLUDING STRESS, BURNOUT, WORK / LIFE BALANCE AND A VARIETY OF PHYSICAL AND BEHAVIORAL HEALTH CONCERNS.

  • BAYSTATE MEDICAL CENTER INC

    $15,000

    TO PROMOTE POLICIES, PRACTICES, AND PROGRAMS THAT SUPPORT WOMEN'S ORGANIZATIONAL ADVANCEMENT AT BAYSTATE.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202542249349301004

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